Mortgage Renewal Advisor - Growth and Retention

BMO; Newfoundland and Labrador; On-site; CAD 37,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring a Mortgage Renewal Advisor to support customers in Eastern hours with expert advice on mortgage renewals and financing options while following approved procedures and maintaining confidentiality.

You will drive the sales process, incorporate marketing promotions into conversations, manage transactions, and escalate complex cases as needed. A 2–3 year background in lending is preferred.

Qualifications

• Between 2 - 3 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience is preferred, not required.
• Knowledge of personal lending and home financing products.
• Knowledge of competitive marketplace and trends in product offerings.
• Knowledge of contact centre operational processes and policies.
• Knowledge of call centre technology, processes and metrics.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Proactively provides expert advice on mortgage renewal/financing needs, products and solutions to retain and expand share of wallet.
• Drives the sales process for inbound and outbound customer contacts upon mortgage renewal, through in-depth home financing options.
• Integrates marketing promotions and programs into customer conversations, where appropriate.
• Manages all transactional outcomes of customer contacts or refers to appropriate groups.
• Negotiates home financing pricing ensuring customers feel valued at the same time as profitable transactions.
• Handles customer contacts in an informed, professional, and efficient manner.
• Escalates complex or unresolved customer situations to managers as required.
• Performs any required documentation to ensure customer’s requests are accurately processed.

Skills

Verbal & written communication

Organization skills

Collaboration & team skills

Analytical and problem solving

Tools

Call centre technology

Job description

BMO Financial Group is hiring a Mortgage Renewal Advisor to support customers in Eastern hours with expert advice on mortgage renewals and financing options while following approved procedures and maintaining confidentiality.

You will drive the sales process, incorporate marketing promotions into conversations, manage transactions, and escalate complex cases as needed. A 2–3 year background in lending is preferred.